Brendan Fahey
Garnet Valley
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
6
6
years of professional experience
Work History
Family Wealth Administration Intern
Wilmington Trust
06.2023 - 08.2023
- Analyzed and comprehended multiple trust instruments both in and out of the state of Delaware.
- Utilized different estate planning techniques and laws for different projects
- Monitored client transactions on a regular basis to report inflows and outflows coming from different accounts
- Learned potential investment decisions for clients who held portfolios at Wilmington
Golf Course Maintenance
The Golf Course At Glen Mills
06.2022 - 02.2023
- Assisted in cleaning maintenance along with golf course repair and pro shop maintenance
- Operated varied hand and power tools to complete repairs.
- Used problem-solving skills to alleviate issues efficiently with minimal supervision.
Receptionist
Mainline Health Fitness And Wellness Center
09.2018 - 12.2020
- Managed front desk by assisting customers with their financial obligations, mainly consisting of member dues and optional fitness training/classes
- Monitored all transactions made by customers/responsible for tracking all money paid by members
- Confirmed appointments, communicated with clients, and updated client records.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Coach/Referee
Brandywine Youth Club Organization
06.2017 - 11.2020
- Worked with both younger and disabled children from ages 5-13 teaching them the foundations of teamwork and various sports
- Managed games and sports clinics designed to expose kids to new sports while keeping them physically active
- Navigated difficult situations using effective communication and explanation of game rules.
Education
BBA - Finance/Trust & Estate Planning
University of Delaware
Newark, DE05.2024
Skills
- Computer: Proficient knowledge in using Microsoft PowerPoint, Excel, Word, Access database, Tableau, and Python/Rstudio (coding platforms)
- Language: Basic knowledge in Spanish
Timeline
Family Wealth Administration Intern
Wilmington Trust
06.2023 - 08.2023
Golf Course Maintenance
The Golf Course At Glen Mills
06.2022 - 02.2023
Receptionist
Mainline Health Fitness And Wellness Center
09.2018 - 12.2020
Coach/Referee
Brandywine Youth Club Organization
06.2017 - 11.2020
BBA - Finance/Trust & Estate Planning
University of Delaware
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